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Opal Wealth Advisors’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Opal Wealth Advisors’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-451
Closed -$19K – 996
2024
Q2 		$19K Buy
+451
New +$19K 0.01% 525

Other funds holding SHYG

Royal Bank of Canada
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Opal Wealth Advisors's SHYG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q3 2024, closing a stake of 451 shares — an estimated $19K sold.

Opal Wealth Advisors first reported a position in SHYG in Q2 2024 and held it in 1 quarter. The position peaked at $19K in Q2 2024. 516 funds tracked by Wall St. Rank hold SHYG as of Q3 2024.

  • Opal Wealth Advisors reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 451 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q3 2024, an estimated $19K.
  • Opal Wealth Advisors first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $19K in Q2 2024.
  • 516 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.